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1,025 hedge funds and large institutions have $38.3B invested in Exelon in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 111 increasing their positions, 807 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $241M | Put options by funds: $60.9M

4% less funds holding

Funds holding: 1,0691,025 (-44)

15% less capital invested

Capital invested by funds: $45.3B → $38.3B (-$6.99B)

23% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 139

30.73% less ownership

Funds ownership: 112.96%82.23% (-31%)

48% less funds holding in top 10

Funds holding in top 10: 2111 (-10)

86% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 807

Holders
1,025
Holders Change
-44
Holders Change %
-4.12%
% of All Funds
16.17%
Holding in Top 10
11
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-47.62%
% of All Funds
0.17%
New
107
Increased
111
Reduced
807
Closed
139
Calls
$241M
Puts
$60.9M
Net Calls
+$180M
Net Calls Change
+$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.44B -$662M -15,636,680 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.14B -$1.34B -31,602,090 -27%
BlackRock
3
BlackRock
New York
$3.68B -$1.21B -28,506,555 -27%
State Street
4
State Street
Massachusetts
$2.68B -$1.17B -27,541,203 -33%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.88B -$205M -4,847,902 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.53B +$177M +4,167,446 +15%
Capital International Investors
7
Capital International Investors
California
$1.5B -$2.22B -52,410,111 -63%
GQG Partners
8
GQG Partners
Florida
$1.28B +$922M +21,774,342 +432%
Invesco
9
Invesco
Georgia
$994M -$261M -6,151,806 -23%
Morgan Stanley
10
Morgan Stanley
New York
$893M -$210M -4,961,974 -21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$807M -$259M -6,117,070 -26%
JP Morgan Chase
12
JP Morgan Chase
New York
$723M +$460M +10,861,846 +252%
Franklin Resources
13
Franklin Resources
California
$628M -$248M -5,858,855 -31%
Capital Research Global Investors
14
Capital Research Global Investors
California
$556M -$72.8M -1,718,130 -13%
Northern Trust
15
Northern Trust
Illinois
$522M -$188M -4,438,388 -29%
PI
16
Putnam Investments
Massachusetts
$422M -$192M -4,526,892 -34%
Legal & General Group
17
Legal & General Group
United Kingdom
$413M -$112M -2,639,645 -23%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$383M -$129M -3,049,025 -27%
Fidelity International
19
Fidelity International
Bermuda
$370M +$43.3M +1,021,920 +15%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$346M -$130M -3,076,047 -30%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$276M -$958M -22,608,370 -80%
UBS AM
22
UBS AM
Illinois
$263M -$86M -2,030,850 -27%
Charles Schwab
23
Charles Schwab
California
$256M -$82.8M -1,955,240 -27%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$248M -$54.1M -1,277,029 -20%
Swiss National Bank
25
Swiss National Bank
Switzerland
$202M -$41.2M -973,392 -19%

EXC Hedge Fund Activity: Q1 2022 in Review

1,025 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q1 2022, worth a combined $38.3B — down 15% from $45.3B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of EXC and 107 opened new positions — a net loss of 32 holders — while 807 trimmed existing stakes and 111 added.

The largest buyer was GQG Partners, adding an estimated $922M. The largest seller was Capital International Investors, cutting an estimated $2.22B.

  • 1,025 institutional investors held Exelon (EXC) as of Q1 2022, down from 1,069 in Q4 2021.
  • Funds reported $38.3B of Exelon stock for Q1 2022, down 15% quarter-over-quarter.
  • 107 funds opened new Exelon positions in Q1 2022 and 139 closed out, a net change of -32 holders.
  • The largest Exelon buyer in Q1 2022 was GQG Partners, an estimated $922M added.
  • The largest Exelon seller in Q1 2022 was Capital International Investors, an estimated $2.22B sold.

Based on aggregated 13F filings for Q1 2022.